Smartleaf Asset Management’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Smartleaf Asset Management’s Portfolio IBTK Stock Details IBTK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20	Sell	1 -3	-75%	-$60	﹤0.01%	3471
2025 Q4	$80	Sell	4 -87,119	-100%	-$1.73M	﹤0.01%	3410
2025 Q3	$1.73M	Buy	87,123 +2,705	+3%	+$53.5K	0.11%	214
2025 Q2	$1.67M	Sell	84,418 -1,377	-2%	-$27K	0.15%	157
2025 Q1	$1.68M	Buy	85,795 +355	+0.4%	+$6.87K	0.16%	145
2024 Q4	$1.64M	Buy	85,440 +772	+0.9%	+$15K	0.17%	139
2024 Q3	$1.7M	Buy	84,668 +10,144	+14%	+$201K	0.21%	112
2024 Q2	$1.44M	Buy	74,524 +6,701	+10%	+$128K	0.24%	93
2024 Q1	$1.32M	Buy	+67,823	New	+$1.32M	0.26%	91

Other funds holding IBTK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Smartleaf Asset Management's IBTK Position: Q1 2026 in Review

Smartleaf Asset Management reduced its iShares iBonds Dec 2030 Term Treasury ETF (IBTK) stake by 75% in Q1 2026, selling an estimated $60 and leaving 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #3471.

Smartleaf Asset Management first reported a position in IBTK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q3 2025. 172 funds tracked by Wall St. Rank hold IBTK as of Q1 2026.

Smartleaf Asset Management held 1 share of iShares iBonds Dec 2030 Term Treasury ETF worth $20 as of Q1 2026.
Smartleaf Asset Management sold 3 iShares iBonds Dec 2030 Term Treasury ETF shares in Q1 2026, an estimated $60.
iShares iBonds Dec 2030 Term Treasury ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #3471 holding.
Smartleaf Asset Management first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q1 2024 and has held it in 9 quarters since.
Smartleaf Asset Management's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $1.73M in Q3 2025.
172 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.